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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
BP
6376
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| $92.4M | -$63.2M | -41% | 10.3% | 36.4% | 14 | 71.43% | 0.3 |
|
| 6377 |
EFG
6377
Erickson Financial Group
Allentown,
Pennsylvania
| $92.4M | +$2.48M | +3% | 4.72% | 63.3% | 26 | 26.92% | 0.8 |
|
| 6378 |
OW
6378
Olistico Wealth
Tulsa,
Oklahoma
| $92.4M | – | – | 7.95% | 108% | 97 | – | 0 |
|
| 6379 |
3C
6379
325 Capital
New York
| $92.3M | +$6.66M | +8% | 14.8% | 226% | 8 | 12.5% | 0.9 |
|
| 6380 |
TM
6380
Titan Managers
Scottsdale,
Arizona
| $92.3M | -$4.61M | -5% | 0.08% | 2.57% | 7 | 0% | 1.2 |
|
| 6381 |
SAM
6381
Steinberg Asset Management
New York
| $92.3M | -$1.59M | -2% | 6.18% | 130% | 36 | 25% | 4 |
|
| 6382 |
KCM
6382
Key Colony Management
Little Rock,
Arkansas
| $92.2M | +$4.91M | +6% | 5.5% | 113% | 14 | 35.71% | 1.4 |
|
| 6383 |
MWM
6383
Magnolia Wealth Management
Dothan,
Alabama
| $92.2M | – | – | 4.39% | 48.7% | 10 | – | 0.8 |
|
| 6384 |
MA
6384
McBroom & Associates
Las Vegas,
Nevada
| $92.2M | +$3.5M | +4% | 13.7% | 133% | 37 | 10.81% | 0.8 |
|
| 6385 |
SA
6385
SFI Advisors
Montclair,
New Jersey
| $92.1M | +$6.02M | +7% | 6.8% | 82.9% | 89 | 32.58% | 0.6 |
|
| 6386 |
KIA
6386
Kraematon Investment Advisors
Braintree,
Massachusetts
| $92.1M | +$14.4M | +19% | 8.73% | 80.5% | 270 | 70.74% | 0.3 |
|
| 6387 |
TLA
6387
Tree Line Advisors
Central,
Hong Kong
| $91.9M | -$23.1M | -20% | 9.88% | 670% | 6 | 33.33% | 2.4 |
|
| 6388 |
PCM
6388
Prentice Capital Management
Greenwich,
Connecticut
| $91.8M | -$42.9M | -32% | 0.89% | 128% | 29 | 34.48% | 0.9 |
|
| 6389 |
PTCG
6389
Pring Turner Capital Group
Alamo,
California
| $91.7M | -$7.56M | -8% | 11.8% | 70.8% | 63 | 20.63% | 3.5 |
|
| 6390 |
BIS
6390
BG Investment Services
Hagatna,
Guam
| $91.7M | +$9.49M | +12% | 7.92% | – | 11 | 0% | 0.9 |
|
| 6391 |
ACM
6391
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $91.7M | +$15.4M | +20% | 7.08% | 98.2% | 543 | 89.87% | 0.5 |
|
| 6392 |
SSWM
6392
Strait & Sound Wealth Management
San Francisco,
California
| $91.6M | – | – | 5.48% | 74% | 110 | – | 0 |
|
| 6393 |
BAM
6393
Broadcrest Asset Management
Winter Park,
Florida
| $91.6M | +$4.02M | +5% | 5.86% | 54.1% | 8 | 25% | 0.8 |
|
| 6394 |
TWM
6394
Trevian Wealth Management
Weston,
Massachusetts
| $91.5M | +$2.86M | +3% | 7.02% | 94.1% | 37 | 13.51% | 0.9 |
|
| 6395 |
SSIM
6395
Sheets Smith Investment Management
Houston,
Texas
| $91.3M | – | – | 7.61% | – | 28 | – | 0.5 |
|
| 6396 |
IAP
6396
Indie Asset Partners
Carmel,
Indiana
| $91.2M | -$6.34M | -6% | 7.49% | 119% | 94 | 15.96% | 2.1 |
|
| 6397 |
BC
6397
Breakline Capital
New York
| $91.1M | +$8.14M | +10% | 12.6% | – | 34 | 44.12% | 0.6 |
|
| 6398 |
PHIC
6398
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $91M | +$9.02M | +11% | 11.6% | 72.1% | 102 | 4.9% | 0.9 |
|
| 6399 |
HFAS
6399
Hummer Financial Advisory Services
Chicago,
Illinois
| $90.9M | +$5.82M | +7% | 7.71% | 71.8% | 91 | 6.59% | 2.6 |
|
| 6400 |
F4L
6400
Fortune 45 LLC
Gonzales,
Louisiana
| $90.9M | +$4.74M | +5% | 5.72% | 85.2% | 39 | 7.69% | 0.6 |
|